Trust Administration Specialist

Fifth Third Bank; Wilmington (DE); On-site; USD 71,000 - 146,000; Full time

Job summary

Fifth Third Bank in Raleigh, NC is seeking a Trust Administrator to provide administrative support for Advisor Solutions, ensuring client satisfaction and growth through fiduciary policies and effective trust operations. You will interface with trust accounting systems and support tax reporting.

The role emphasizes risk awareness, compliance, and collaboration with Advisors to manage discretionary actions, prepare client meeting materials, and maintain strong service standards for

Qualifications

• Bachelor’s degree strongly preferred.
• Minimum 3-5 years fiduciary client service/sales experience preferred.
• CTFA or other professional designation, obtained or working toward, preferred.
• Significant experience and expertise within Trust.
• Knowledge of trust administration, estate planning strategies, and income and estate tax matters.
• Effective time management and ability to multi-task.
• Excellent interpersonal and communication skills.
• Ability to work in a team-oriented environment.
• Strong computer/technical skills: Word, Excel, PowerPoint, Outlook, and CoPilot.

Responsibilities

• Frequent direct communication with client.
• Support advisors in executing and implementing decision-making aspects of trust administration.
• Support the administration of multigenerational trusts, often with discretionary income and principal payments distributed among multiple family members.
• Support the Trust Advisor in the execution of the terms of trust documents.
• Partner with advisors to retain client base by coordinating with internal and external service providers for optimal service.
• Partner with advisors to set client expectations and prepare meeting materials.
• Assist with client relationship management tools.
• Review daily trust activity and ensure compliance with fiduciary policies.

Skills

Fiduciary client service

Trust knowledge

Time management

Interpersonal skills

Communication

Education

Bachelor’s degree

CTFA designation (preferred)

Tools

Microsoft Office

CoPilot

Job description

Fifth Third Bank in Raleigh, NC is seeking a Trust Administrator to provide administrative support for Advisor Solutions, ensuring client satisfaction and growth through fiduciary policies and effective trust operations. You will interface with trust accounting systems and support tax reporting.

The role emphasizes risk awareness, compliance, and collaboration with Advisors to manage discretionary actions, prepare client meeting materials, and maintain strong service standards for